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  • 5 courses to earn the Excel Skills for Professionals Specialization certificate
  • Self-Paced & 100% Online
  • Get the full Excel Skills for Professionals Specialization, Community, & more with a CFI membership
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  • Manage learning, create custom paths & measure progress
  • For teams of 2 or more learners
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Excel Skills for Professionals Specialization Overview

Excel is one of the most widely used and in-demand tools in business and finance. CFI’s Excel Skills for Professionals Specialization equips you with practical skills to work confidently with data, build professional workbooks, and create impactful visualizations.

Through a guided learning path, you’ll strengthen your abilities in formulas, functions, formatting, and data visualization — progressing from foundational techniques to advanced capabilities like dynamic dashboards.

Along the way, you’ll apply proven best practices for workbook design and structure so your files remain efficient and accurate. You’ll also learn to prepare data effectively, use advanced functions to streamline workflows, and present findings in clear, compelling formats that support data-driven business decisions.

By the end of the program, you'll emerge with a verifiable certificate of completion and the confidence to harness Excel as a powerful tool for reporting and professional communication in any business or finance role.

What's in the Excel Skills for Professionals Specialization?

5 courses

5 courses and 332 lessons

20+

interactive exercises

Receive a Certificate

To verify your skills

500,000+ 5-star ratings

Best-in-class training, as rated by you

How the Program Works

Step 1.

5 Required Courses

Excel Fundamentals - Quick Start Guide
4.9 (275 Ratings)
2h 33min
2h 33min
Excel Fundamentals - Formulas for Finance
4.9 (4,963 Ratings)
2h 14min
2h 14min
Excel for Data Preparation & Visualization
5 (2 Ratings)
1h 5min
1h 5min
Data Visualization & Dashboards - The Basics
5 (15 Ratings)
1h 16min
1h 16min
Excel Data Visualization and Dashboards
4.9 (939 Ratings)
1h 32min
1h 32min
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Skills & Learning Objectives in Excel Skills for Professionals Specialization

1
45%
Excel
2
15%
Data Preparation
3
40%
Data Visualization
1
2
3
  1. 1.
    45%
    Excel
  2. 2.
    15%
    Data Preparation
  3. 3.
    40%
    Data Visualization

Excel

  • Build professional, efficient workbooks using proven best practices.
  • Boost productivity with time-saving keyboard shortcuts.
  • Apply various formulas and functions to improve your workbook's flexibility, accuracy, and impact.

Data Preparation

  • Use modern Excel formulas and techniques to prepare data.
  • Clean, transform, and summarize data with advanced functions.
  • Manipulate datasets for formatting them into charts and graphs.

Data Visualization

  • Create compelling visuals that clearly communicate insights to key stakeholders.
  • Select the right visual type to match the data and improve understanding.
  • Combine visuals into interactive dashboards that tell a story and allow users to explore trends.

What Our Students Say

Over 75% of CFI learners report improved productivity or competency within weeks.

I’ve transitioned from audit to FP&A. Not only did I transition to a new role, but it allowed me to pick up the new role fast and gain several spot bonuses.

Travis Bruns

Everything was explained clearly and carefully by the instructor which made things easy to understand.

Joss Atkinson

The skills are actual real-world skills (unlike most financial qualifications) that have already helped me land a new role.

Mark Wheeler

I would absolutely recommend CFI’s training for anyone who’s looking to rapidly increase their ability to add value through a certification program.

Anthony Santillanes

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Taught by Industry Experts

Tim Vipond, FMVA

Tim Vipond, FMVA

Tim is the Co-Founder and CEO of CFI Education with an extensive background in entrepreneurship, financial analysis, and investment banking.
Duncan McKeen

Duncan McKeen

Duncan is the Executive Vice President, Financial Modeling at CFI. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity.

Careers in Excel

Over 85% of executives, supervisors, and HR professionals agree that certified individuals bring value, gain credibility, and are seen as top performers.
* Source

  • Data Analyst

    Data Analyst

    Data analysts collect and transform data, creating models and metrics for analysis. Microsoft Excel is their primary tool for this work.
  • Business Intelligence Specialist

    Business Intelligence Specialist

    Business intelligence specialists have diverse skills, including Microsoft Excel and data visualization. Microsoft Excel remains the preferred choice for quick calculations and testing ideas.
  • Financial Analyst

    Financial Analyst

    Financial analysts perform many of the same tasks as data analysts, but using finance specific data. Microsoft Excel is by a significant margin the most widely used analysis tool in finance.
  • Business Professionals

    Business Professionals

    Business professionals across industries rely on Excel to organize information, manage projects, and create reports that support decision-making. From managers to consultants, Excel is a versatile tool for driving efficiency and clarity in everyday business tasks.

Our Learners Work At:

salesforce

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